Advance Investments Limited

The Team

Ben Cundy

Ben has been in Financial Services for over 20 years, having trained initially as an investment advisor with a large American bank. He is one of the founding Directors of the Advance Group. Ben is a keen sportsman and has been involved with rugby for 35 years as a player and as a coach. He lives in Bath with his wife, Caroline, and their 3 children.

Keith Ayres

Keith has been a practising independent adviser since 1998 and has over 20 years experience in Financial Services. He was one of the founding directors of Advance Investments and has accumulated wide ranging experience in corporate and personal financial planning. Keith is a born again golfer, and keen fisherman, and lives between Bristol and Bath with his wife and daughter.

Mike Dawe

Mike has been working in the Financial Services and wealth management sectors since 2001. He joined the team in 2006 as an administrator and now subsequently advises and assists clients with wealth management and financial protection. He has successfully completed the Chartered Insurance Institute (CII) Advanced Diploma in Financial Planning, and having also completed the CII Advanced Pension exams, is our pension transfer specialist.

John White

John has over 20 years experience working in the Financial Services and wealth management sectors. He Joined the team in 2012 and uses his expertise to advise corporate and wealth management clients. He has successfully completed the Chartered Insurance Institute (CII) Diploma in Financial Planning. John lives in Wiltshire with his wife and three sons.

Karen Phelps

Karen joined Advance in 2006 and has nearly 20 years experience in Financial Services including 14 years in FCA compliance within the IFA sector.
Karen holds the CII Diploma in Financial Planning in addition to a degree in business and finance.
Karen has responsibility for the compliance function and provides technical advice and support throughout the business.

Joanne Richings

Jo joined the team in 2009 from a top ten accountancy firm and has over 8 years experience in accountancy and finance. Jo is a fully qualified accountant (ACCA) and her primary role is to provide financial advice and support along with managing the core financial reporting and control processes within the business.

Tracey Sage

Tracey has been working in an administrative/PA role within the Financial Services industry since 2004. Her background includes experience in Investments, Pensions, Protection and Mortgages.
Tracey joined Advance in 2010 and has become an established and integral part of the support team.

Jay Mainstone

Jay joined Advance in May 2011 and is a vital member of the administration team. Jayhas over 10 years experience in the Financial Services industry and before joining Advance he had worked within the IFA sector for 6 years supporting advisers in an administrative role, predominantly involved with investments.

Carol Millett

Carol is the newest member of the team, joining in January 2013. Having recently moved to Bath from London with her family, she has a long standing background in the events industry. Carol brings a wealth of organisational skills to the Advance Group.

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